Henry Frank Hache

Employer firm

Ai Financial, Inc. CRD 128781

$6.00M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  Ai Financial, Inc.
  Simi Valley, CA

Previous Registrations

• 2004-07-21 → 2019-12-31
  Ai Financial, Inc.
  Simi Valley, CA
• 1999-05-17 → 2004-04-19
  Avantax Advisory Services
  Simi Valley, CA

Other Businesses

Currently provide tax preparation and accounting services through A.I. Financial, Inc. The address is 4356 Cochran St., Simi Valley, CA 93063. Have been providing these services for over 20 years. And spend approximately 3-4 hours a day. These services are not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-25
• S63 Uniform Securities Agent State Law Examination
  1998-12-22

Other Names

• Henry Frank Rojas
• Henry Frank Hache